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Simplicity Solutions’s UMB Financial UMBF Stock Holding History

Simplicity Solutions’s Portfolio UMBF Stock Details UMBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-9,173
Closed -$633K – 935
2020
Q4 		$633K Buy
9,173
+1,516
+20% +$97.2K 0.01% 643
2020
Q3 		$375K Buy
7,657
+1,964
+34% +$99.1K 0.01% 682
2020
Q2 		$293K Buy
+5,693
New +$279K 0.01% 733
2016
Q1 		– Sell
-19,042
Closed -$886K – 506
2015
Q4 		$886K Buy
+19,042
New +$961K 0.1% 282

Other funds holding UMBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UB
UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Simplicity Solutions's UMBF Position: Q1 2021 in Review

Simplicity Solutions sold out of UMB Financial (UMBF) in Q1 2021, closing a stake of 9,173 shares — an estimated $633K sold.

Simplicity Solutions first reported a position in UMBF in Q4 2015 and held it in 4 quarters. The position peaked at $886K in Q4 2015. 232 funds tracked by Wall St. Rank hold UMBF as of Q1 2021.

  • Simplicity Solutions reported no remaining UMB Financial position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 9,173 UMB Financial shares in Q1 2021, an estimated $633K.
  • Simplicity Solutions first reported a position in UMB Financial in Q4 2015 and held it in 4 quarters.
  • Simplicity Solutions's UMB Financial position peaked at $886K in Q4 2015.
  • 232 funds tracked by Wall St. Rank held UMB Financial as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.